Tutorial 3: Release to pre-production

In this tutorial, you'll begin to explore the lifecycle of an item and work through two methods to release a component and drawing to pre-production. Following the release, you'll explore how the item's properties have updated.

• It is assumed that you are performing these tutorials in your production environment. Therefore, we recommend that you read through the relevant help pages and activities so that you know what the result will be before creating or modifying anything.
• A change template is mandatory when creating a change request and change order. Therefore, in order for you to complete this and other tutorials, you must either be given access to create your own change template or use one that someone else has created. The specified change coordinator in the change template must then assist you in completing your tutorials. Speak to your team and administrator to determine the best approach to complete these tutorials.
• The activities in this tutorial assume the chosen change template matches the one created in Admin Tutorial 4.
• When it comes time for your team to begin generating production data, you should review the list of change templates and archive any that should not be used for production.

Prerequisites

Before you can complete these activities, you must:

• Complete Tutorial 1 so that you have items created for a component and a drawing.
• For the purposes of this tutorial, your administrator should ensure it is possible for you to approve your own change order. If this is not possible, you'll need to work with someone who can approve change orders.
• Complete Activity 4 from Tutorial 2 to ensure Manage properties have been added to the drawing.

Additional Learning

Release to pre-production